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Post by Fearchar on Jan 13, 2023 14:54:29 GMT
Over at Seeking Alpha, neither PIMIX or RSIIX have recent analysis. The last analysis for PIMIX was a "Buy" in 2019. No follow-up by that author since then. Nothing at all for RSIIX. I'm also considering IGLB; iShares 10+ year Investment Grade. Sadly not much analysis at Seeking Alpha. Notice that at Morningstar, PIMIX is ~25% leveraged. Also notice that RSIIX has 37% cash; which looks pretty smart. Here is a side by side comparison:
| PIMIX | RSIIX | IGLB | AAA | 41 |
| 2.4 | AA | 9 |
| 10 | A | 4 |
| 39 | BBB | 17 | 24 | 48 | BB | 15 | 6 |
| B | 5 | 19 |
| < | 9 | 10 |
| NR |
| 40 |
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Strategically, higher rates are going to make leveraging very difficult. Also, higher rates are going to put a lot of pressure on junk. So, I'm leaning towards taking the high road and sticking with quality. Finally, full disclosure I currently hold about 65% T-Bills right now. Also sad to admit, own some PIMIX and PDO.
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Post by habsui on Jan 13, 2023 19:38:40 GMT
I am considering putting 1/3 of my FI into PIMIX. Anyone agree, or want to change my mind? I won't put 1/3 in PIMIX. But I have increased my PIMIX stake recently.
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Deleted
Deleted Member
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Post by Deleted on Jan 26, 2023 16:58:26 GMT
Just received an email from Vanguard announcing their new MS income bond fund, VMSAX/VMSIX.
Edit: These funds have been around for awhile. Misleading to announce them as "new."
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Post by belchingthealphabet on Feb 1, 2023 18:53:41 GMT
Most of my Fixed Income is in junk. Plus Schwab's TIPS etf. Plus whatever my balanced funds are holding. 32% of portf. is in bonds. Growing that number in '23.
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Post by belchingthealphabet on Feb 1, 2023 18:56:19 GMT
Junk bonds and TIPS. Growing my bonds in '23.
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